NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹17.19
2.72%
NAV as on 17 Jan 25, 12:00 AM
very high risk
global other
fof
NAV as on 17 Jan 25, 12:00 AM
very high risk
global other
fof
11.67%p.a.
Last 1Y
5.26%p.a.
Last 3Y
8.81%p.a.
Last 5Y
7.25%p.a.
Since Inception
About DSP Global Allocation Fund of Fund Payout of Income Distribution cum cap wthdrwl Opt for NRIs
NRIs can achieve long-term capital appreciation by investing in the DSP Global Allocation Fund of Fund Payout of Income Distribution cum cap wthdrwl Opt scheme from DSP Asset Managers Private Limited. It is a Global - Other mutual fund scheme that predominantly invests in Global - Other stocks of companies. Launched on Aug 2014, DSP Global Allocation Fund of Fund Payout of Income Distribution cum cap wthdrwl Opt is Global - Other fund of its category with 54.34 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Global - Other funds.
- DSP Global Allocation Fund of Fund Payout of Income Distribution cum cap wthdrwl Opt delivered 11.7% annual returns during the last year. It has delivered 7.3% average annual returns since the fund was launched.
- DSP Global Allocation Fund of Fund Payout of Income Distribution cum cap wthdrwl Opt scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in fof
Fund Objective
The primary investment objective of the Scheme is to seek capital appreciation by dynamically investing in units of Global (including Indian) Equity funds/ETFs & Fixed income funds/ETFs. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP Mutual Fund, in order to meet liquidity requirements from time to time.
Top 2 Holdings
BGF Global Allocation I2
97.36%
iShares $ Treasury Bd 7-10y ETF USD Acc
1.14%
Fund Managers
- Jay Kothari (Aug 2014 - Present)
Key Information
View Scheme Document
DSP Global Allocation Fund of Fund Payout of Income Distribution cum cap wthdrwl Opt SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on DSP Global Allocation Fund of Fund Payout of Income Distribution cum cap wthdrwl Opt
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in DSP Global Allocation Fund of Fund Payout of Income Distribution cum cap wthdrwl Opt?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in DSP Global Allocation Fund of Fund Payout of Income Distribution cum cap wthdrwl Opt
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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